𝐒𝐞𝐞𝐝𝐨𝐫 𝐀𝐟𝐟𝐢𝐧𝐢𝐭𝐲 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬

The real customer centric CRM & Track leads, close opportunities and get accurate forecasts. Get accurate forecasts like Use actionable data to make better decisions, Get the insights you need to make smarter decisions, Design custom dashboards to get a picture of your business at a glance, Dig deeper with real-time reports and flow charts that anyone can create and share.

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𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐢𝐧𝐠 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬







 Seedor Affinity

One stop shop for the entire business automation need


Automate and Improve Your Recruitment Efficiency

𝐋𝐞𝐚𝐝 & 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞

𝐂𝐫𝐞𝐚𝐭𝐢𝐧𝐠 𝐥𝐞𝐚𝐝𝐬
 
Generate Leads & convert that leads into pipeline on just a click
The Leads in the seedor CRM module can be defined as a genuine inquiry of an individual or an authority having interest in your product or services. This also can be an interaction that the salesperson collects. Lead can be generated from various sources such as Phone calls, Messages, blog posts, contact forms, emails, link tracking, campaigns, Live Chats, Events, and many more aspects. The leads are later converted into opportunities.

𝐏𝐢𝐩𝐞𝐥𝐢𝐧𝐞𝐬

Seedor Opportunity with the name, tags, amount and the company name or customer name is you are in B2C. We can easily add new stage for map with your sales process and after that, I can easily move my opportunity directly in this stage. seedor will recalculate automatically the sum. Here, I can see all my pipeline and my goal as a sales guy is to be sure all my pipeline is under control. For that, I must be sure all my opportunities have a next activity scheduled. I can use this icon which indicate me if i'm good. If this icon is in green, that mean's I have a next activity scheduled. If This icon is in red, I'm in late. If it is in gray, That mean's no activity is scheduled. 


If you are a sales manager or a director of sales. You can do your pipeline review with this view.

𝐌𝐞𝐞𝐭𝐢𝐧𝐠𝐬 𝐟𝐫𝐨𝐦 𝐥𝐞𝐚𝐝𝐬 & 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞

Easy interaction with customers using seedor meetings

Using seedor CRM, we can schedule an meeting wisely and You can add your Minutes Of meeting , You can take a PDF copy and can also send it through mail. It has a provision to allocate tasks for a respective project to multiple users.

Key Features:
You can Print a copy of the MOM in PDF Format
You can e-mail the MOM(in PDF Format) to the respective attendees
Allocate Multiple tasks to Multiple users in one click of a button
Track the status of the task in the meeting screen instead of switching to 'All Tasks' Menu



From here we can schedule a meeting
Meeting can be done by many ways like Teams, zoom & google meet as well.

At the end of the meeting we can send the MOM through mail directly without any problem.

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭 & 𝐓𝐚𝐬𝐤


𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭
 
A Business requirement (BR) is the expression of a business need by a customer or internal project user.



A BR contains multiple different parts to explain the stakeholder need and how to meet his/her requirements:

• Customer Story: this is the requirement as expressed by the customer
• Scenario: How/where the current solution can provide a suitable scenario to answer the customer story
• Gap: For the uncovered part of the scenario, elaborate the gap/need for specific developments/setup
• Test case: A set of conditions under which a tester will determine whether the application, software system or one of its features is working as it was originally established for it to do.
• Deliverables to be provided to the customer/user
• Resources necessary to achieve the deliverables
• Additional information (approval, cost control etc.)

𝐓𝐚𝐬𝐤
 
We can find create task button on the form of lead so if you want to create task from that lead you have to just click on that button.


Wizard to enter extra details for project task:

When you click on create task button, wizard will be open where you have to enter details of project of that task, deadline of the task and assigned person details.
On lead form you can see Number of Task created from that lead.

From the lead we can see the detailed information of the task.

 

𝐀𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭


𝐒𝐞𝐞𝐝𝐨𝐫 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲

Seedor Activity allow to show all schedule activities to activity manager, my team schedule activities to supervisor and my schedule activities to employee or user. All activities from difference documents will be shown on single place. Schedule activity showing as global from all documents so user/employees can easily manage their different kind of activities.

Main Features:

⦁ Various level of access rights 
⦁ Manager: Check everyone's activities
⦁ Supervisor: Check only assigned users scheduled activities
⦁ User: Only own scheduled activities
⦁ Views : List, Calendar, Kanban (Late/Today/Future), Pivot, View  Activity, Graph Activity
⦁ Reports on Activities, Kanban   (Late/Today/Future) , List,  Calender,  Pivot, View Graph Activity etc. (according  to their access rights).  Same as activity reporting from CRM.
⦁ Activity Manager & Activity Supervisor groups available for security  on user form.
⦁ Schedule activity from different documents and forms will be  available on single place menu item so users can see all activities in  one place and manage it.

Activity management is used to administer the activities assigned to employees in an organization. Prioritize your day and work the way you work then track them through views like list, kanban, calendar, pivot, graph and dashboards. Activity management provides an efficient way to manage and assign activities across the team to ensure harmony.